Dallas Donaldson

Dedicated and detail-oriented professional with a proven background as a stay-at-home dad and part-time DoorDash driver. Possessing excellent operational and organizational skills honed through managing daily family activities and optimizing delivery routes. Adept at self-direction and quick comprehension of business dynamics, showcasing adaptability in diverse environments. Strong interpersonal, verbal, and written communication skills developed through effective collaboration with schools and extracurricular activities.

Passionate about finance and investing, with a commitment to helping others achieve their financial goals. Excited to leverage a deep understanding of the financial services industry to contribute to a dynamic organization. Demonstrated enthusiasm for technology and a commitment to client-focused experiences. Ready to contribute to a fast-paced, high-volume organization, fostering a secure and innovative client environment. Team-oriented, enthusiastic, and highly motivated, with a strong work ethic. Eager to influence and support advisors in embracing digital practices to enhance overall efficiency and service quality.

• Enjoy Hiking
• Paddle Boarding
• Grilling BBQ
• Enjoy Watching Sports
• Spending Time Outside
• Spending Time with Family and Friends